Tapewire

Nasdaq · USD

GSHD

Goosehead Insurance, Inc.

Export transactions ↓
Tapewire entity
4370
SEC CIK
0001726978
Parsed reports
1,236

Last 12 months

Inside the activity.

19 purchase rows · 36 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202520
Dec 202502
Jan 202600
Feb 202610
Mar 202600
Apr 202602
May 202659
Jun 202600
Jul 2026107
Aug 2026016
Sep 202610
Oct 202600

Latest available

Insider transactions

JSON API
Reset

Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 22, 2025 Filed Aug 26, 2025 17:37 UTC
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
GiftClass B Common Stock 9,787 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 9

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group

Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group

Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group

Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group

Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group

Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust

Disclosed balance after: 0

F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust.

Read SEC document
August 22, 2025 Filed Aug 26, 2025 17:37 UTC
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
GiftClass B Common Stock 9,787 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 8

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group

Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group

Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group

Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group

Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group

Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Emily Marie Jones Trust

Disclosed balance after: 9,787

F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust.

Read SEC document
August 22, 2025 Filed Aug 26, 2025 17:37 UTC
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
GiftClass B Common Stock 9,787 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 7

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group

Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group

Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group

Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group

Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group

Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust

Disclosed balance after: 9,787

F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust.

Read SEC document
August 22, 2025 Filed Aug 26, 2025 17:37 UTC
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
GiftClass B Common Stock 9,787 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 6

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group

Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group

Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group

Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group

Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group

Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Brendan Scot Jones Trust

Disclosed balance after: 9,787

F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust.

Read SEC document
August 22, 2025 Filed Aug 26, 2025 17:37 UTC
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
GiftClass B Common Stock 9,787 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 5

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group

Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group

Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group

Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group

Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group

Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust

Disclosed balance after: 19,574

F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust.

Read SEC document
August 22, 2025 Filed Aug 26, 2025 17:37 UTC
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
GiftClass B Common Stock 9,788 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 4

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group

Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group

Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group

Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group

Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group

Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Benjamin Douglas Jones Trust

Disclosed balance after: 9,788

F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust.

Read SEC document
August 22, 2025 Filed Aug 26, 2025 17:37 UTC
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
GiftClass B Common Stock 9,788 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 3

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group

Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group

Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group

Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group

Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group

Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust

Disclosed balance after: 29,361

F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust.

Read SEC document
August 22, 2025 Filed Aug 26, 2025 17:37 UTC
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
GiftClass B Common Stock 9,788 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 2

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group

Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group

Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group

Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group

Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group

Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Alexandra Nicole Rogers Trust

Disclosed balance after: 9,788

F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust.

Read SEC document
August 22, 2025 Filed Aug 26, 2025 17:37 UTC
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
GiftClass B Common Stock 9,788 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 1

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group

Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group

Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group

Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group

Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group

Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust

Disclosed balance after: 39,149

F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust.

Read SEC document
August 19, 2025 Filed Aug 21, 2025 22:20 UTC
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 3,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000120 · wk-form4_1755814811.xml · derivative · entry 5

KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 285,027

Underlying: Class A Common Stock · 3,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

Read SEC document
August 19, 2025 Filed Aug 21, 2025 22:20 UTC
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
SaleClass A Common Stock 3,000 $86.30 $258,900.00
Disclosure

SEC source: 0001726978-25-000120 · wk-form4_1755814811.xml · nonDerivative · entry 3

KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.05 to $86.46, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
August 19, 2025 Filed Aug 21, 2025 22:20 UTC
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
ConversionClass A Common Stock 3,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000120 · wk-form4_1755814811.xml · nonDerivative · entry 2

KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 19, 2025 Filed Aug 21, 2025 22:20 UTC
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
ConversionClass B Common Stock 3,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000120 · wk-form4_1755814811.xml · nonDerivative · entry 1

KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 285,027

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 15, 2025 Filed Aug 18, 2025 22:07 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 600 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000118 · wk-form4_1755554833.xml · derivative · entry 15

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,214,372

Underlying: Class A Common Stock · 600 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F9 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F9 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 15, 2025 Filed Aug 18, 2025 22:07 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 600 $87.01 $52,206.00
Disclosure

SEC source: 0001726978-25-000118 · wk-form4_1755554833.xml · nonDerivative · entry 8

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.00 to $87.04, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 15, 2025 Filed Aug 18, 2025 22:07 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 600 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000118 · wk-form4_1755554833.xml · nonDerivative · entry 7

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 600

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 15, 2025 Filed Aug 18, 2025 22:07 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 600 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000118 · wk-form4_1755554833.xml · nonDerivative · entry 6

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,214,372

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 14, 2025 Filed Aug 18, 2025 22:07 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 21,391 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000118 · wk-form4_1755554833.xml · derivative · entry 14

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,214,972

Underlying: Class A Common Stock · 21,391 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F9 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F9 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 14, 2025 Filed Aug 18, 2025 22:07 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 700 $89.29 $62,503.00
Disclosure

SEC source: 0001726978-25-000118 · wk-form4_1755554833.xml · nonDerivative · entry 5

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.02 to $89.75, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 14, 2025 Filed Aug 18, 2025 22:07 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 2,860 $88.55 $253,253.00
Disclosure

SEC source: 0001726978-25-000118 · wk-form4_1755554833.xml · nonDerivative · entry 4

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 700

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.02 to $89.01, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 14, 2025 Filed Aug 18, 2025 22:07 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 17,831 $87.38 $1,558,072.78
Disclosure

SEC source: 0001726978-25-000118 · wk-form4_1755554833.xml · nonDerivative · entry 3

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,560

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.00 to $87.93, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 14, 2025 Filed Aug 18, 2025 22:07 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 21,391 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000118 · wk-form4_1755554833.xml · nonDerivative · entry 2

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,391

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 14, 2025 Filed Aug 18, 2025 22:07 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 21,391 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000118 · wk-form4_1755554833.xml · nonDerivative · entry 1

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,214,972

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 13, 2025 Filed Aug 14, 2025 21:57 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 60,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000114 · wk-form4_1755208644.xml · derivative · entry 19

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,236,363

Underlying: Class A Common Stock · 60,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F13 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F13 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 13, 2025 Filed Aug 14, 2025 21:57 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 4,175 $90.09 $376,125.75
Disclosure

SEC source: 0001726978-25-000114 · wk-form4_1755208644.xml · nonDerivative · entry 12

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.00 to $90.27, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 13, 2025 Filed Aug 14, 2025 21:57 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 21,919 $89.48 $1,961,312.12
Disclosure

SEC source: 0001726978-25-000114 · wk-form4_1755208644.xml · nonDerivative · entry 11

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,175

F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.00 to $89.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 13, 2025 Filed Aug 14, 2025 21:57 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 9,565 $88.65 $847,937.25
Disclosure

SEC source: 0001726978-25-000114 · wk-form4_1755208644.xml · nonDerivative · entry 10

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,094

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.00 to $88.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 13, 2025 Filed Aug 14, 2025 21:57 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 4,445 $87.36 $388,315.20
Disclosure

SEC source: 0001726978-25-000114 · wk-form4_1755208644.xml · nonDerivative · entry 9

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,659

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.00 to $87.97, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 13, 2025 Filed Aug 14, 2025 21:57 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 19,896 $86.44 $1,719,810.24
Disclosure

SEC source: 0001726978-25-000114 · wk-form4_1755208644.xml · nonDerivative · entry 8

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,104

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.00 to $86.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 13, 2025 Filed Aug 14, 2025 21:57 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 60,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000114 · wk-form4_1755208644.xml · nonDerivative · entry 7

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 13, 2025 Filed Aug 14, 2025 21:57 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 60,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000114 · wk-form4_1755208644.xml · nonDerivative · entry 6

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,236,363

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 12, 2025 Filed Aug 14, 2025 21:57 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 48,320 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000114 · wk-form4_1755208644.xml · derivative · entry 18

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,296,363

Underlying: Class A Common Stock · 48,320 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F13 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F13 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 12, 2025 Filed Aug 14, 2025 21:57 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 1,115 $88.06 $98,186.90
Disclosure

SEC source: 0001726978-25-000114 · wk-form4_1755208644.xml · nonDerivative · entry 5

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.02 to $88.10, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 12, 2025 Filed Aug 14, 2025 21:57 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 29,903 $87.45 $2,615,017.35
Disclosure

SEC source: 0001726978-25-000114 · wk-form4_1755208644.xml · nonDerivative · entry 4

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,115

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.02 to $88.00, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 12, 2025 Filed Aug 14, 2025 21:57 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 17,302 $86.47 $1,496,103.94
Disclosure

SEC source: 0001726978-25-000114 · wk-form4_1755208644.xml · nonDerivative · entry 3

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,018

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.02 to $87.01, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 12, 2025 Filed Aug 14, 2025 21:57 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 48,320 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000114 · wk-form4_1755208644.xml · nonDerivative · entry 2

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,320

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 12, 2025 Filed Aug 14, 2025 21:57 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 48,320 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000114 · wk-form4_1755208644.xml · nonDerivative · entry 1

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,296,363

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 11, 2025 Filed Aug 12, 2025 21:09 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 45,998 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000112 · wk-form4_1755032955.xml · derivative · entry 15

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,344,683

Underlying: Class A Common Stock · 45,998 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F8 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F8 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 11, 2025 Filed Aug 12, 2025 21:09 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 1,894 $87.21 $165,175.74
Disclosure

SEC source: 0001726978-25-000112 · wk-form4_1755032955.xml · nonDerivative · entry 8

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.02 to $87.35, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 11, 2025 Filed Aug 12, 2025 21:09 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 44,104 $86.41 $3,811,026.64
Disclosure

SEC source: 0001726978-25-000112 · wk-form4_1755032955.xml · nonDerivative · entry 7

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,894

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.00 to $86.98, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 11, 2025 Filed Aug 12, 2025 21:09 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 45,998 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000112 · wk-form4_1755032955.xml · nonDerivative · entry 6

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,998

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 11, 2025 Filed Aug 12, 2025 21:09 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 45,998 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000112 · wk-form4_1755032955.xml · nonDerivative · entry 5

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,344,683

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 08, 2025 Filed Aug 12, 2025 21:09 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 14,717 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000112 · wk-form4_1755032955.xml · derivative · entry 14

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,390,681

Underlying: Class A Common Stock · 14,717 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F8 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F8 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 08, 2025 Filed Aug 12, 2025 21:09 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 200 $88.15 $17,630.00
Disclosure

SEC source: 0001726978-25-000112 · wk-form4_1755032955.xml · nonDerivative · entry 4

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 08, 2025 Filed Aug 12, 2025 21:09 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 14,517 $87.17 $1,265,446.89
Disclosure

SEC source: 0001726978-25-000112 · wk-form4_1755032955.xml · nonDerivative · entry 3

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 200

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.00 to $87.95, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 08, 2025 Filed Aug 12, 2025 21:09 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 14,717 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000112 · wk-form4_1755032955.xml · nonDerivative · entry 2

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,717

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 08, 2025 Filed Aug 12, 2025 21:09 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 14,717 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000112 · wk-form4_1755032955.xml · nonDerivative · entry 1

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,390,681

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 07, 2025 Filed Aug 7, 2025 20:54 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 6,175 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000110 · wk-form4_1754600084.xml · derivative · entry 17

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,405,398

Underlying: Class A Common Stock · 6,175 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F8 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F8 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 07, 2025 Filed Aug 7, 2025 20:54 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 6,175 $87.14 $538,089.50
Disclosure

SEC source: 0001726978-25-000110 · wk-form4_1754600084.xml · nonDerivative · entry 9

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.00 to $87.49, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
August 07, 2025 Filed Aug 7, 2025 20:54 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 6,175 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000110 · wk-form4_1754600084.xml · nonDerivative · entry 8

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,175

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.